𝗠𝗮𝗿𝗸𝗲𝘁 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 - August 8,2025 AppLovin $APP Industries: Digital advertising Yesterday, AppLovin reported very solid Q2 results, marking another milestone in its growth. With a 9% increase in advertising revenue (after a 16% increase in Q1), the company continues to grow its market share, particularly in mobile gaming. ✅ 𝘾𝙤𝙣𝙩𝙞𝙣𝙪𝙚𝙙 𝙜𝙧𝙤𝙬𝙩𝙝 𝙤𝙛 𝙩𝙝𝙚 𝙈𝘼𝙓 𝙣𝙚𝙩𝙬𝙤𝙧𝙠: The in-house advertising solution continues to perform at double-digit rates. ✅ 𝙎𝙚𝙘𝙩𝙤𝙧 𝙙𝙞𝙫𝙚𝙧𝙨𝙞𝙛𝙞𝙘𝙖𝙩𝙞𝙤𝙣: AppLovin is expanding its monetization to non-gaming apps (news, sports, social media, music). ✅ 𝙐𝙥𝙘𝙤𝙢𝙞𝙣𝙜 𝙡𝙖𝙪𝙣𝙘𝙝 𝙤𝙛 𝘼𝙭𝙤𝙣 𝘼𝙙𝙨 𝙈𝙖𝙣𝙖𝙜𝙚𝙧 (October 1): a self-service platform that will allow advertisers to manage their campaigns more easily, including through AI-driven formats. It is gradually establishing itself as a comprehensive advertising technology platform, capable of capturing a growing share of digital spending, while integrating generative AI components. The medium-term potential is real, particularly with the expansion into non-gaming sectors. I am of course paying attention to short-term volatility, but the fundamentals are there. My goal remains clear: Build solid and sustainable long-term growth while managing risks. ✅ If you're already copying me, rest assured: I remain focused on fundamentals, with method and common sense. ✅ If you're interested in joining the adventure, now is the right time to adopt a structured, balanced, and long-term management approach. 🙏 Thank you for your trust 🤝 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘢 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺, 𝘯𝘰𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘊𝘰𝘱𝘺𝘪𝘯𝘨 𝘪𝘵 𝘪𝘴 𝘺𝘰𝘶𝘳 𝘰𝘸𝘯 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯. 𝘗𝘢𝘴𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘪𝘴 𝘯𝘰𝘵 𝘢 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘴.